Ale’ is a Principal and seasoned wealth strategist with Templeton & Company Family Office. She brings more than 18 years of experience managing the portfolios of high-net-worth families and providing them with comprehensive financial planning advice. Ale’ has a multi-dimensional background in private wealth management, including the delivery of asset management, lending, risk management, and providing estate and trust services to clients.
Old Dominion University, Financial Planning
University of South Carolina, B.B.A.
Industries Served
WEST PALM BEACH
Esperante Building
222 Lakeview Avenue
Suite 1200
West Palm Beach, FL 33401
(561) 798-9988
Fax: (561) 798-4053
FORT LAUDERDALE
The Main
201 East Las Olas Boulevard
Suite 1650
Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719
